Nibe Usa 401(k) Retirement Plan
Sponsored by Nibe Energy Systems, Inc. · EIN 990368191 · Plan #001
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 2,859
- With balances
- 3,253
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Phillips Financial Management, Llc CRD 131344 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $253,338 |
| Phillips Financial Management Llc | Investment advisory (plan) | $161,255 |
| Nyhart | Other services | $59,987 |